Investment adviser · CRD 130919
BROOK CAPITAL
Investment adviser filing (IA)
RAMIAH INVESTMENT GROUP, INC.
BROOKFIELD, WI, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $283M Form ADV · Item 5.F
- Client accounts
- 1,490 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $166,368,207 | 58.7% |
| Individuals | 558 | $113,093,368 | 39.9% |
| Corporations & businesses | Fewer than 5 | $2,516,325 | 0.9% |
| Retirement plans | Fewer than 5 | $1,329,990 | 0.5% |
Filing source
Form ADV 2122604 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
675 N.BARKER ROAD, SUITE #200BROOKFIELD, WI, 53045, United States
CRD 130919
Filing source
Form ADV 2122604 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.